My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

Provide for future generations

Give to causes you care about

Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

* The listings are based on data provided by over 3,000 of the nation's most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron's® August 31, 2009, (2008, 2007) "America's Top 100 Independent Financial Advisors" and prior to the start of this ranking, appeared in Barron's "America's Top 100 Financial Advisors," 2004, 2005, 2006. Barron's is a registered trademark of Dow Jones, L.P.; all rights reserved.

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Barron's America's Top 100 Independent Financial Advisors:

The listings are based on data provided by over 3,000 of the nation’s most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron’s® August 31, 2009, (2008, 2007) "America’s Top 100 Independent Financial Advisors" and prior to the start of this ranking, appeared in Barron’s "America’s Top 100 Financial Advisors," 2004, 2005, 2006. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.

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Barron's Top 1,000 Advisors - State by State Listing:

The listings are based on data provided by over 3,000 of the nation’s most productive advisors. Key factors include: assets under management, revenue produced for the firm, and regulatory and compliance record. Source: Barron’s®, February 22, 2010, "Top 1,000 Advisors". Barron’s® is a registered trademark of Dow Jones, L.P.; all rights reserved.

3The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years; 3. Favorable regulatory and complaint history review (please note unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal firm standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The award is not indicative of the award winner’s future performance. *To qualify as having a favorable regulatory and complaint history for this award, the person cannot have (1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine, (2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, (3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, (4) filed for bankruptcy, or (5) been convicted of a felony.

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NABCAP Premier Advisors:

The NABCAP Premier Advisor ("Program") research was conducted from March 22, 2012 to August 16, 2012. Fewer than three and a half percent of financial advisors in the area received the recognition. Advisors were evaluated based on twenty categories, including customer service model, experience, credentials, compliance record and other criteria. A financial advisor’s final ranking may not represent a particular client experience. The National Association of Board Certified Advisory Practices, manages the Program, but does not endorse listed financial advisors. Working with this financial advisor is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional. For details go to: http://nabcap.org/about-methodology.cfm

Third-party information and opinions, including those available through provided links, are believed to be reliable, but accuracy and completeness cannot be guaranteed by Ameriprise Financial. They are given for informational purposes only, are not intended to be used as the sole basis for investment decisions and may not meet the particular needs of an individual investor. Ameriprise Financial and its representatives do not give legal or tax advice. You should seek the advice of professionals, as appropriate, regarding the evaluation of any specific information or advice.

The Confident Retirement approach is not a guarantee of future financial results.

The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.

Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.